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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: LastShadow who wrote (3973)	11/15/1997 8:20:00 PM
From: ROBERT I. SCOTT	Respond to of 120523

LS, Hope you're right. Planning on lot's of trades in next two weeks.(hope joe's dog is on our side.) i'm so fickle and undecided, it amazes me.

To: LastShadow who wrote (3973)	11/15/1997 10:49:00 PM
From: AlienTech	Respond to of 120523

>>AMAT looks really strong right now<< Thats cause AMAT threw a party this weekend for their employees with some big shots like bob sylan or whoever etc and free rides for the adults and popsicles for the kiddies etc etc.. I think AMAT's problems will develop 1+ years down the road.. Maybe.. Most fabs are expensive to make and are goverment subsidised and they will only stop them in worse than dire need after the efforts already put in to get to this point. Asia might be suffering but they wont give up without a fight. Japan on the other hand worries me.. Kinda hard to under stand them.. If Semi's are poised to expand even more in late 98-99 then even a slow down might not be that noticable with sequential revenue increases. Amat's 6-9 month visibility is very good and they stand by what they had said before. So has TXN.. But TXN dropped 5 points on friday anyway.. In this market fundamentals has no place something else thats hard to understand.. So all the companies like AMAT/CYMI/TXN whos said anything about not seeing a slowdown is lying.. INTC already said 5-10% drop in revenues so they arent lying but lets kick the stock around a little anyway since a P/E of 15 or so is too high for them.. SUNW well look at that a 3 cent earnings miss, they are doing bawwwwd, lets chop their head off for almost 50% market cap cause of it.. Yea I find all this Amazing and unbelivable.. run it up like jbil or run it down like cymi.. and who says this market makes sence.. Dont forget.. deflation is on the horizon now... nke 15000 and watch it run down.. Still not sure its a wise idea to buy yet for the long term or is it? I see them running it up a bit then back down in the next month before running it up for the jan effect..